See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,590 | $133,922+19.2% | $116,228+37.3% | $142,382+12.1% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.6%+9.7pp | 80.1%+4.1pp |
| Annual return | 12.94% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,038 | $5,672+6.4% | $4,953+21.9% | $6,507-7.2% |
| Admin fee / account holder | $2,499 | $14,945-83.3% | $11,989-79.2% | $12,624-80.2% |